CWM
Centric Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
31,604
+619
| +2% | +$66.1K | 0.81% | 39 |
|
|
2025
Q1 | $3.68M | Buy |
30,985
+2,064
| +7% | +$245K | 0.97% | 26 |
|
|
2024
Q4 | $3.11M | Sell |
28,921
-501
| -2% | -$53.9K | 0.84% | 31 |
|
|
2024
Q3 | $3.56M | Buy |
29,422
+777
| +3% | +$94K | 0.95% | 29 |
|
|
2024
Q2 | $3.36M | Buy |
28,645
+1,279
| +5% | +$150K | 0.97% | 32 |
|
|
2024
Q1 | $3.24M | Buy |
27,366
+2,871
| +12% | +$340K | 1.03% | 28 |
|
|
2023
Q4 | $2.49M | Buy |
24,495
+13,352
| +120% | +$1.36M | 0.82% | 34 |
|
|
2023
Q3 | $1.31M | Buy |
11,143
+7
| +0.1% | +$823 | 0.55% | 56 |
|
|
2023
Q2 | $1.17M | Sell |
11,136
-45
| -0.4% | -$4.71K | 0.46% | 57 |
|
|
2023
Q1 | $1.23M | Sell |
11,181
-1,633
| -13% | -$179K | 0.53% | 52 |
|
|
2022
Q4 | $1.41M | Buy |
12,814
+15
| +0.1% | +$1.66K | 0.72% | 42 |
|
|
2022
Q3 | $1.12M | Sell |
12,799
-24
| -0.2% | -$2.1K | 0.44% | 58 |
|
|
2022
Q2 | $1.1M | Buy |
12,823
+1,323
| +12% | +$113K | 0.4% | 71 |
|
|
2022
Q1 | $950K | Buy |
11,500
+45
| +0.4% | +$3.72K | 0.3% | 80 |
|
|
2021
Q4 | $701K | Sell |
11,455
-3
| -0% | -$184 | 0.23% | 81 |
|
|
2021
Q3 | $674K | Sell |
11,458
-191
| -2% | -$11.2K | 0.25% | 88 |
|
|
2021
Q2 | $735K | Buy |
11,649
+959
| +9% | +$60.5K | 0.25% | 85 |
|
|
2021
Q1 | $597K | Sell |
10,690
-397
| -4% | -$22.2K | 0.17% | 122 |
|
|
2020
Q4 | $457K | Buy |
11,087
+1,776
| +19% | +$73.2K | 0.14% | 130 |
|
|
2020
Q3 | $625K | Sell |
9,311
-835
| -8% | -$56K | 0.47% | 57 |
|
|
2020
Q2 | $454K | Buy |
10,146
+835
| +9% | +$37.4K | 0.24% | 79 |
|
|
2020
Q1 | $625K | Buy |
9,311
+547
| +6% | +$36.7K | 0.47% | 57 |
|
|
2019
Q4 | $612K | Sell |
8,764
-547
| -6% | -$38.2K | 0.49% | 49 |
|
|
2019
Q3 | $625K | Buy |
9,311
+346
| +4% | +$23.2K | 0.47% | 57 |
|
|
2019
Q2 | $687K | Buy |
8,965
+153
| +2% | +$11.7K | 0.6% | 46 |
|
|
2019
Q1 | $712K | Sell |
8,812
-698
| -7% | -$56.4K | 0.66% | 42 |
|
|
2018
Q4 | $648K | Buy |
+9,510
| New | +$648K | 0.57% | 50 |
|